Corient is a fee-only, fiduciary wealth management firm that offers comprehensive services to high-net-worth and ultra-high-net-worth clients. The firm emphasizes a client-centered approach, focusing on exceeding expectations, simplifying lives, and helping establish lasting legacies.
In November 2024, Corient expanded its presence in California by acquiring Ensemble Capital Management, a San Francisco-based registered investment advisory firm with $1.8 billion in assets under management. This acquisition enhanced Corient’s capabilities, particularly in philanthropic planning, allowing the firm to better serve clients’ charitable and financial goals.
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